ASML N: Investor Opening Day Skip Miller Vice President of Investor Relations (Form 6-K)


Investor opening day
Skip Miller
Vice President Investor Relations

Question and answer session
Slide 3
Sep 29, 2021 Public 3

Investor Day 2021 survey
Slide 4
Sep 29, 20211

1:00 p.m. – 1:05 p.m. Opening remarks Skip Miller
13:05 – 13: 35Corporate Strategy and Shareholder ValuePeter Wennink
13:35 – 14: 05Industrial roadmap and technological strategyMartin van den Brink
14:05 – 14: 35EUV Products and Business OpportunitiesChristophe Fouquet
2:35 p.m. – 2:45 p.m. Break
14:45 – 15:15 Product Applications and Business Opportunity Jim Koonmen
15:15 – 15:45 DUV products and business opportunity Ron Kool
3:45 p.m. – 4:15 p.m. Installed Base Business OpportunityWayne Allan
4:15 p.m. – 4:25 p.m. Break
16:25 – 16:55 ASML business model and capital allocation strategy Roger Dassen
4:55 PM – 5:05 PM Closing remarks Peter Wennink
17:05 – 17:15 Break
5:15 p.m. – 6:00 p.m. Q&A session
Every hour CET
Slide 5
Sep 29, 2021

Forward-looking statements
Slide 6
Sep 29, 2021
This presentation contains forward-looking statements, including statements regarding expected industry trends and the business environment, including expected growth, outlook and expected financial results, including expected net sales, gross margin , R&D costs, SG&A and effective tax rate, annual revenue opportunity for 2025, financial model for 2025 and assumptions and expected growth rates and drivers, expected growth including rates 2020-2025 and 2020-2030 growth rate, total addressable market, growth opportunities beyond 2025 and expected annual growth rate in lithography, metrology and inspection systems and expected annual growth rate of installed base management, trends expected addressable market until 2030, expected trends in logic and memory revenue opportunities, opportunities and outlook s long-term growth, expected trends in demand and demand drivers, expected benefits and performance of systems and applications, semiconductor end-market trends, gr owth in the semiconductor industry including expected growth in demand and capital expenditure in the coming years, expected growth in wafer demand and investments in wafer capacity, expected lithography market demand and growth and expenditure, opportunities and growth drivers, expected EUV and DUV demand trends, sales, outlook, roadmaps, opportunities and capacity growth and expected uptake of UVU, profitability, availability, productivity and production and estimated demand for wafers and value improvement, expected trends in application industry, expected trends in installed base management, including rev expected outcomes and target margins, expected trends and growth opportunities in the applications industry, expectations regarding high NA, expectation of increased production capacity, plans, strategies and priorities and strategic directions , the expectation of increasing capacity, production and production to meet demand, the expectation that Moore’s Law will continue and the evolution of Moore’s Law, product, technology and roadmaps of clients, and statements and intentions regarding the capital allocation policy, dividends and share buybacks, including the intention to continue returning large sums to shareholders through a combination of share buybacks and increasing annualized dividends and statements relating to ESG commitment, sustainability strategy, goals, initiatives and milestones. You can usually identify these statements by using words like “may”, “will”, “could”, “should”, “plan”, “believe”, “anticipate”, “expect”, “plan”, “estimate”, “forecast”, “potential”, “intention”, “continue”, “target”, “future”, “progress”, “objective” and variations of these or comparable words. These statements are not historical facts, but rather are based on current expectations, estimates, assumptions and projections about our business and future financial results and readers should not place undue reliance on them. Forward-looking statements are not guarantees of future performance and involve a number of known and unknown risks and uncertainties. These risks and uncertainties include, without limitation, economic conditions; Semiconductor equipment industry product demand and capacity, global demand and semiconductor manufacturing capacity utilization, semiconductor end-market trends, impact of general economic conditions on consumer confidence and demand for our customers’ products, performance of our systems, impact of the COVID -19 epidemic and the measures taken to contain it on the global economy and financial markets, as well as on ASML and its customers and suppliers, and other factors that may affect ASML’s sales and gross margin, including customer demand and ASML’s ability to source its products, the success of R&D programs and technological advancements, and the pace of new product development and customer acceptance and demand for new products, production capacity and our ability to increase capacity to meet the demand, the number and timing of systems ordered, shipped and recognized as revenue, and the risk of order cancellation or expulsion, the production capacity of our systems including the risk of delays in the production of the supply chain system and capacity, constraints, shortages and disruptions, semiconductor industry trends, our ability to enforce patents and protect intellectual property rights and outcome litigation and litigation relating to intellectual property, availability of raw materials, critical manufacturing equipment and skilled employees and trends in labor markets, geopolitical factors, business environment; import / export and national security regulations and ordinances and their impact on us, ability to meet sustainability goals, changes in exchange and tax rates, available liquidity and liquidity requirements, our ability to refinance our debt, available cash and distributable reserves for, and other factors affecting dividend payments and share buybacks, the results of share buyback programs and other risks indicated in the risk factors included in the annual report ASML on Form 20-F for the fiscal year ended December 31, 2020 and other filings and submissions to the United States Securities and Exchange Commission. These forward-looking statements are made only as of the date of this document. We assume no obligation to update any forward-looking statements after the date of this report or to conform such statements to actual results or revised expectations, except as required by law.



ASML Holding SA published this content on September 30, 2021 and is solely responsible for the information it contains. Distributed by Public, unedited and unmodified, on September 30, 2021 06:01:07 PM UTC.

Public now 2021


Analyst Recommendations on ASML HOLDING NV
Sales 2021 18 835 million
21 814 million
21 814 million
Net income 2021 5,516 million
6,388 million
6,388 million
Net cash 2021 695 million
805 million
805 million
PER 2021 ratio 48.2x
Yield 2021 0.52%
Capitalization 265B
VE / Sales 2021 14.0x
VE / Sales 2022 12.1x
Number of employees 27 777
Free float 96.7%

Duration :


ASML Holding NV Technical Analysis Chart |  MarketScreener

Technical analysis trends ASML HOLDING NV

Short term Mid Road Long term
Tendencies Bearish Bullish Bullish

Evolution of the income statement

To sell

To buy

Average consensus SURPASS
Number of analysts 34
Last closing price

€ 645.90

Average price target

€ 762.53

Spread / Average target 18.1%


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